August 2024
Estate planning is often perceived as a complex and intimidating task, but it is an essential process designed to distribute...
August 2024
Estate planning is often perceived as a complex and intimidating task, but it is an essential process designed to distribute assets efficiently according to your wishes after your passing. One tool that can play a pivotal role in estate planning, but that often gets overlooked – life insurance! Life insurance can help facilitate estate planning goals […]
C3 Financial Partners
July 2024
Buy-sell agreements are crucial tools in the realm of business continuity planning. These agreements ensure the seamless transition of ownership...
June 2024
For many small and medium-sized businesses, a few key individuals drive growth and profitability. Which raises the question – what...
May 2024
Every professional involved in tax and estate planning knows that we exist in a world where a big ticking clock...
April 2024
In his epic novel “The Godfather,” Mario Puzo wrote, “It’s all personal, every bit of business.” Entrepreneurs and owners of...
March 2024
Life insurance is one of the oldest financial planning tools in existence. The earliest known life insurance policy was...